SIM

Sadoff Investment Management Portfolio holdings

AUM $1.28B
1-Year Est. Return 6.95%
This Quarter Est. Return
1 Year Est. Return
-6.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$754M
AUM Growth
+$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$1.05M
3
+$938K
4
DHI icon
D.R. Horton
DHI
+$824K
5
SCG
Scana
SCG
+$780K

Top Sells

1
+$627K
2
+$602K
3
+$405K
4
KO icon
Coca-Cola
KO
+$314K
5
LOW icon
Lowe's Companies
LOW
+$258K

Sector Composition

1 Financials 22.12%
2 Healthcare 21.04%
3 Consumer Discretionary 15.1%
4 Consumer Staples 9.27%
5 Technology 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$44.3M 5.87%
215,280
-3,045
2
$37.3M 4.95%
764,295
-12,320
3
$36.8M 4.88%
1,025,526
-5,550
4
$32.4M 4.3%
597,847
+9,000
5
$32M 4.25%
404,851
+2,800
6
$31.1M 4.13%
1,809,428
+16,400
7
$29.8M 3.95%
607,037
+4,700
8
$29.3M 3.89%
962,558
+7,694
9
$29.1M 3.86%
560,517
+3,000
10
$26.6M 3.53%
891,199
+9,000
11
$26.2M 3.47%
308,152
-1,462
12
$25.1M 3.32%
327,939
+950
13
$24.1M 3.19%
505,468
+13,250
14
$23.2M 3.07%
1,009,910
+19,200
15
$22.5M 2.98%
477,375
+6,400
16
$22.5M 2.98%
1,038,102
+38,050
17
$22M 2.92%
947,466
+15,444
18
$20.1M 2.67%
428,412
+6,150
19
$19.5M 2.58%
624,450
+12,050
20
$18.6M 2.46%
951,527
+20,654
21
$18.2M 2.41%
469,889
-8,112
22
$17.9M 2.38%
304,710
+15,937
23
$17.1M 2.26%
475,150
+16,850
24
$16.4M 2.18%
680,526
-6,360
25
$15.7M 2.08%
680,150
+11,700
1
2 3